Get started with items in airfocus

Creating items

There are different ways to create items:

• Manually: Click Add opportunity on the top-right menu bar within each type of view or in your groups as well as lanes.
  
• Import or sync with Jira, Trello, Asana and 1000+ other tools: Import items from your existing tools to say bye-bye to double data entry. With two-way sync, the changes that you make in airfocus will be reflected in your connected tool like Jira or Trello —and vice versa.
• Importing from CSV/Excel: You can upload a CSV to create multiple items at once (including item title and description). Just click on the Extensions section on your airfocus workspace, select the airfocus integrations page and select CSV. We’ve created a handy template to make it super easy to get started quickly.
  

How to move, copy, archive and delete items on airfocus

There are several ways in which you can either move, copy or archive an item on airfocus.

1. Performing the action in the individual item pop-up window by clicking on the three dots
   
2. Or you can achieve the same result by selecting one or several items in bulk and choosing the action in the bar on the lower part of the screen.
   
3. You can move an item to one of your other Workspaces.
   
4. You can copy/duplicate your item.
   
5. And you can archive your item. You can always access the archived items by clicking on the three dots next to your workspace name:
   

Here you will be able to Delete or Unarchive items either individually or in bulk as needed.

Bulk actions

The bulk action bar allows you to make changes in your workspace, to multiple items at once.

You can easily activate the bulk action bar by:

• Individually ticking the checkbox on the left side of individually selected item/s you want to modify;
• Ticking the checkbox to the left of the group title to edit all items within the group; or
• Ticking the checkbox beside "Name" at the top of the list to automatically select and edit all the items in your workspace.

The bulk action bar will enable you to:

• Archive, move or copy items;
• Assign items in bulk to a specific color; and
• Assign items in bulk to specific custom field types you've set up on your workspace.

Moving items between workspaces

Sometimes, you might need to move items to a different workspace. When moving items between workspaces, the following data will be maintained:

• Item name
• Description
• Comments
• All team field data if both workspaces are using the team field
• Fields & Values: For non-team fields, please make sure that the same field name, type and options are in both workspaces.

Insights: Please ensure that the Insight app is targeting both workspaces.

What is not maintained:

• Activity log
• Key Results
• Check ins
• Hierachy
• External integrations (Jira, ADO, Github, Linear) are not carried over.

How to watch an item

To receive updates on an item you're not currently working on, you can choose to watch it by clicking on the item settings Watch.

A user will also be automatically added as a watcher if they:

• Comment on the item.
• Are in the item's assignee field.
• Are in the item's people field.
• Are mentioned in a comment/description of the item.

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